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Update customer data via Excel import

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Posted on by philip.hall 5

We are running NAV 2018.

I want to update a large number of customer records - specifically address details and tax code that were omitted first time around.

I am using the configuration package created when we loaded the system. I exported the customer table to Excel, updated the records and want to import the same file back into NAV

When I apply the data I get errors on all records "you may not enter numbers manually". The system auto-assigns a number to NEW customers as CUSTnnnn

As the records all exist I was expecting it to update, not try to add.

Is there some other setting I should be using?

Categories:
Financial Management
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,124 Super User 2024 Season 2 on at
    RE: Update customer data via Excel import

    Hi, as mentioned by the two experts above, if there is a primary key  (Customer No.) of the table in your importing file, and the Customer No. already exists in the system the system will update the record, if there is no primary key or does not exist, the system will add new records.

    pastedimage1656285436995v1.png

    pastedimage1656285451980v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Update customer data via Excel import

    You must have the customer number in your Excel file and, as Nitin Verma stated the value must match exactly.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,025 Moderator on at
    RE: Update customer data via Excel import

    Hi,

    Can you please check in the all the records Customer No. field is same in excel file, as compare to which is already there in NAV Customer table? because if there is any mismatch of the No. field it will give you this error.

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